Halcyon Wealth a client-focused, innovative financial services consultancy with offices in the City of London, Canary Wharf and Royal Tunbridge Wells. Our fundamental objective is to provide aholistic approach to financial planning by providing an unrivalled, personal client service proposition that is bespoke to each individual and specific to both their current circumstances and future ambitions.
Founded in 2002, the practice has grown steadily. We now assist in both personal and corporate financial planning, helping you make the most of your journey towards building a secure financial future.All initial consultations are free of charge and without obligation. We hope that you, like many of our existing clients, will enjoy working with our friendly and personable advisers, and look forward to helping you recognise and achieve your financial goals.
Stephen Lunn DipPFS, proprietor and Independent Financial Advisor (IFA), formed Home Counties Financial Services in 1990 after 16 years experience with Prudential Assurance. Originally established toprovide financial advice and services to clients within the Home Counties, our coverage now extends far beyond.
Finance for Life was established in 2004 and provides a friendly and proactive service to assist you in making the most of your money throughout your lifetime. Our comprehensive and bespoke financialplanning service helps you to take control of your financial security. We offer long-term planning and monitoring of your situation whatever the changing financial climate or your personal circumstances.
About Us: established in 1981, we have considerable experience and expertise in providing comprehensive independent financial planning advice and support to both individual and corporate clients. Wepride ourselves in providing a highly personalised and attentive service. An initial meeting is offered without charge or obligation. Thereafter we work on either a fee or commission basis, or a combination of both.
Studies show that 9 / 10 women will need to look after their own finances in the future, but with only 1 in 5 of us feeling prepared to make wise financial decisions, something needs to be done.Perhaps you are very busy, being pulled in what feels like a hundred different directions at once - kids, partner, friends, work. Where does looking at your finances fit into this? Perhaps you don't know where to start, or think that it is very complicated.
Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with theircontact telephone number. John has worked in the Financial Services industry in the Woking area since 1978 starting with Lloyds Bank, moving onto Prudential in 1986 before establishing Concept Financial Management Ltd in 2001.
You have found us because you are looking for sound, independent financial advice. Whatever your needs, getting professional, impartial advice can help you cut through the hype and the jargon and makethe right decisions for your situation. At Chord IFA all our advisers are chartered financial planners dedicated to providing advice specific to your individual needs. As Independent Financial Advisers, Chord IFA has no ties to any single product provider or supplier.
We offer a friendly and personal service to our clients. We find most people prefer to meet in person but we can of course work via email and the telephone. Meetings are available in our offices, youroffice, your home or at a venue to suit you. Appointments are available in the evening as well as daytime if you prefer. Mark has worked in the financial services sector for over 30 years and as an IFA since 1993. Currently he is a Partner at True Potential Wealth Management.
Welcome to Professional Wealthcare, provider of Independent Financial Advice, based in Camberley, Surrey. We can help you with your pension, investment and protection needs. The internet is full ofinformation about financial services. At Professional Wealthcare, we like to do things a little differently. Consequently, this website is kept up-to-date with useful, topical and interesting financial news.